Titus Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $510K | Hold |
1,469
| – | – | 0.26% | 68 |
|
|
2022
Q1 | $610K | Buy |
1,469
+7
| +0.5% | +$2.91K | 0.27% | 64 |
|
|
2021
Q4 | $638K | Buy |
1,462
+47
| +3% | +$20.5K | 0.29% | 60 |
|
|
2021
Q3 | $558K | Hold |
1,415
| – | – | 0.29% | 62 |
|
|
2021
Q2 | $557K | Hold |
1,415
| – | – | 0.3% | 57 |
|
|
2021
Q1 | $515K | Sell |
1,415
-5
| -0.4% | -$1.82K | 0.3% | 57 |
|
|
2020
Q4 | $488K | Buy |
1,420
+266
| +23% | +$91.4K | 0.3% | 63 |
|
|
2020
Q3 | $355K | Sell |
1,154
-8
| -0.7% | -$2.46K | 0.25% | 72 |
|
|
2020
Q2 | $329K | Sell |
1,162
-111
| -9% | -$31.4K | 0.26% | 73 |
|
|
2020
Q1 | $301K | Sell |
1,273
-50
| -4% | -$11.8K | 0.28% | 66 |
|
|
2019
Q4 | $391K | Buy |
1,323
+10
| +0.8% | +$2.96K | 0.39% | 57 |
|
|
2019
Q3 | $358K | Buy |
+1,313
| New | +$358K | 0.33% | 59 |
|
|
2019
Q2 | – | Sell |
-1,794
| Closed | -$466 | – | 104 |
|
|
2019
Q1 | $466 | Buy |
1,794
+75
| +4% | +$19 | 0.41% | 49 |
|
|
2018
Q4 | $395 | Sell |
1,719
-40
| -2% | -$9 | 0.34% | 49 |
|
|
2018
Q3 | $470K | Sell |
1,759
-218
| -11% | -$58.2K | 0.41% | 41 |
|
|
2018
Q2 | $493K | Sell |
1,977
-1,400
| -41% | -$349K | 0.53% | 34 |
|
|
2018
Q1 | $459K | Buy |
3,377
+1,393
| +70% | +$189K | 0.44% | 38 |
|
|
2017
Q4 | $487K | Buy |
+1,984
| New | +$487K | 0.55% | 34 |
|